Semi WEEK: Intelís branding, Danís position on the 2H, The Importance of Drivers; Stocks extend loss

Semi WEEK: Intelís branding, Danís position on the 2H, The Importance of Drivers; Stocks extend loss

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Description: Order activity edged above 70 degrees. VLSIresearchís CPPI stalled. IC Sales growth slid on Y/Y basis.

Reader Q&A: Intelís branding, Danís real position on the 2H, and The Importance of Drivers. Chip making stocks racked up more losses as mixed industry data continued to wane investors' appetite for risk.

 
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Contents:
Semiconductor WEEK:

May 6, 2016

An overview of results and conclusions from recent reports at VLSI
Chip Market Research Services

The Chip Insider

Temperatures are rising as a new cycle abounds
• Order activity edged above 70 degrees
• Equipment market is driven by a technology cycle
• VLSIresearch’s CPPI stalled
• Die Bank inventories are rising

Strategy and Tactics: Reader Q&A: Intel’s branding, Dan’s
real position on the 2H, and The Importance of Drivers

Semiconductor Analytics
Overall Semi Sales Status: in Downturn, bottoming
Semi Market results from last week:
• IC Sales growth slid on Y/Y basis
• Semiconductor Sales Nowcast for 2Q16: - 4%



Chip price pressure: - Moderate
IC Weather1 Report: Warming
• IC Supply-Demand2 Metrics: Tight
– An upgrade from balanced

Electronics Price Trend: flat

VLSIresearch … intelligence to make better decisions faster

Semiconductor Stocks




Chip making stocks racked up more losses as
mixed industry data continued to wane investors'
appetite for risk
Chip stocks had another rough week, tumbling
2.6% to a ten-week low.








Foundry & Subcon fared the worst for the second
consecutive week

Equipment stocks fared better than the other
indices as strong earnings by Kulicke & Soffa &
BESI pared some of the losses
EDA stocks bucked the downtrend, jumping 0.5%
Electronic Materials fell another 2.0%
Hottest Stocks: Kulicke & Soffa, AMD, Samsung
Electronics, SOITEC, BESI, and IBM

1
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

This year's Critical Materials Conference provides a structured framework to catalyze the flow of
"actionable" technical and supply chain information related to critical materials. The CMC Conference
includes more than 20 powerful & actionable presentations, and a highly differentiated program,
including:

Tim Hendry (keynote speaker) - VP Technology & Manufacturing Group, Director, Fab Materials of
Intel Corporation, and
Norm Armour - Managing Director, Worldwide Facilities and EHS of Micron Technology
Themes of the Conference are centered around the needs of the Critical Materials Council and the global IC
fabrication industry. While other conferences typically focus on the "what" and "why" of materials
technologies, this conference will discuss "how" and “when” new materials can be controllably, safely,
and cost-effectively used in fabs. Attendees include fabs, OEMs, and materials suppliers alike.
2
For more information go to http://cmcfabs.org/seminars/ or contact cmcinfo@techcet.com

The Chip Insider®'s Graphics File
May 2016
Temperatures are rising as a new cycle
abounds…


This issue contains the latest
forecast.



Order activity edged above 70 degrees
Equipment market is driven by a
technology cycle
VLSIresearch’s CPPI stalled

Forecast as of April 2016:
Semi Equipment ($B):
Sequential Change
Capacity Utilization:
ICs ($B):
Sequential Change
IC Units (BU):
Sequential Change
Electronics ($B) :
Sequential Change

2015
$ 48.6
-2.0%

2016
$ 46.1
-5.1%

87.4%

86.7%

$ 284.2
-1.3%
240.8
5.5%
$ 1,981
-1.1%

$ 293.9
3.4%
253.2
5.1%
$ 2,021
2.0%

We just updated May forecast.
Contact us to get the full report and more

VLSIresearch … intelligence to make better decisions faster

3
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

The Chip Insider® Graphics
IC Inventories:
– Die Bank Inventories are on the rise
again, becoming a headwind for
chipmakers

IC Inventory Levels: chart gives rolling averages for semiconductor
integrated circuit inventories held at OEMs, in Die Banks, and the total
Inventory-to-Billing Ratio

VLSIresearch … intelligence to make better decisions faster

4
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Reliable Chip Market Data
Subscribe to the WSTS Database
The Semiconductor Industry Association (SIA) provides the only source of monthly industry
sales data available anywhere. Through the World Semiconductor Trade Statistics (WSTS)
database, subscribers receive consistent and reliable semiconductor market data, twiceyearly industry forecasts, and records spanning the last 40 years.
SIGN UP FOR A FREE TRIAL TODAY!

For information about subscribing to the WSTS database, including special offers, please
contact SIA’s Falan Yinug at fyinug@semiconductors.org or visit www.semiconductors.org.

VLSIresearch … intelligence to make better decisions faster

Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Semiconductor Analytics
This Week in the Supply Chain:

VLSI@
W/W: Week-over-Week sequential growth W/Q: Week-over-Quarter W/Y: Week-over-Year

Semi Market results from last week:


IC Sales growth slid on Y/Y basis





Semiconductor Sales Nowcast for 2Q16: - 4%
Chip price pressure: - Moderate

IC Weather1 Report: Warming
• IC Supply-Demand2 Metrics: Tight
– An upgrade from balanced

Electronics Price Trend: flat
Overall Semi Sales Status: Downturn bottoming
Peaked: Jun 14
1st Warning: Jan 15
1st Rains: Apr 15
1st Snowfall: Apr 15
Storms break: Aug 5 Cold-Front: Oct 21
Possible Bottom: Jan 27 Bottoming Apr 5

1st Clouds: Feb 15
In Downturn: Jul 29
S-D in Glut: Nov 11

VLSIresearch … intelligence to make better decisions faster

1: Measures Order Activity 2: Measures Pricing Power
6
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Electronics Pricing: weekly trends for
PC notebooks Tablets Smartphones Cell phones Digital Cameras Appliances TVs

• Price Trend:

Flat

1 Quarter Moving Average

VLSIresearch … intelligence to make better decisions faster

7
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Links to Popular Interviews and Papers
Join the conversation at weVISON
ASML demonstrates lithography customer satisfaction leadership
ASM Pacific Technology recognized for its total customer
satisfaction SV TCL is rewarded by customers for trust and its
commitment
Advanced Dicing Technologies reigns in dicing equipment
HANMI is honored as the best Korean chip equipment supplier…
Hitachi Kokusai Electric's 18th consecutive year…
FormFactor prevails as top probe card supplier
EV Group earns triple crown with all 3 awards for 3rd consecutive
year
Advanced Energy pioneers WFE subsystems into THE BEST
Plasma-Therm reigns as top etch & cl...
Axcelis wins coveted top supplier award ...
Advantest crests the 9.0 pinnacle
Teradyne: Customer Satisfaction Performance White Paper for
2015

weSRCH.com weSRCH reaches >250K Users …
who view >10M Pages per Month.
Alexa ranks it among the world’s top 20K websites.

VLSIresearch … intelligence to make better decisions faster

8
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

The Chip Insider®
Strategy & Tactics
Strategy and Tactics: Reader Q&A: Intel’s branding, Dan’s
real position on the 2H, and The Importance of Drivers
Focal Points: Reader Q&A:
Is Intel’s branding slowing the PC market?
• Why Intel’s Core brand is great
• Why a model year designation would clarify buyer
confusion
What’s Dan’s real position on the second half?
• Up or Down?
• Drivers: Technology versus Economics
• Probabilities for 2H being up.

The Importance of Drivers and Hula-Hoops to Growth
• Why they are not what they used to be
• Why mobile’s maturing isn’t as bad as you might think
• NEXT Big Thing is not the Now Big Thing
• NBT to BEMD, Big End Market Driver
• IoT is not there yet, but it will be

VLSIresearch … intelligence to make better decisions faster

Contact us to get the full report and more
9
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Semi Stock Week:

Chip making stocks racked up more losses as mixed industry

data continued to wane investors' appetite for risk. Semiconductors -2.6%, Equipment -1.5%, EDA +0.5%,
Electronic Materials -2.0%. Hottest Stocks: Kulicke & Soffa, AMD, Samsung Electronics, SOITEC, BESI, and IBM

VLSIresearch … intelligence to make better decisions faster

10
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Semiconductor Stocks:
Weekly Growth and Forward P/E Ratios by Company
Weekly Gains
Sem iconductor Stocks

Price
Change

Price
Change

Forw ard P/E

Avago

-2.6%

11

Forw ard P/E

IDM

Sem iconductor Stocks

Intel

-0.8%

11

Cavium

-4.7%

23

Micron

-7.1%

11

IBM

0.9%

10

Samsung Electronics

3.6%



Infineon

-4.3%

16

SanDisk

0.4%

22

InvenSense

-3.5%

17

STMicroelectronics

-9.8%

14

MagnaChip Semiconductor

-1.4%

Negative

Toshiba

-8.6%



Maxim

0.4%

18

MaxLinear

-2.3%

10

Chip stocks had another rough
week, tumbling 2.6% to a ten-week
low. Foundry & Subcon led the
selloff for the second straight week,
plunging 4.9%. IDMs slid 3.7% while
Fabless stocks were off 2.2%.

Foundry & Subcon
ASE

-9.2%

9

MediaTek

-16.5%



SMIC

-3.9%

14

Panasonic

-3.8%

14

TSMC

-0.8%

12

Qualcomm

0.8%

11

UMC

-5.8%

16

Silicon Laboratories

-1.4%

17

Skyw orks

-3.3%

10

Texas Instruments

0.3%

18

Xilinx

0.3%

19

Fab-lite to Fabless
AMD

3.7%

Negative

Analog Devices

-1.5%

17

ARM

-1.3%

1

VLSIresearch … intelligence to make better decisions faster

Altera ALTR AMD AMD Analog Devices ADI
ARM ARMH ASE ASX Avago AVGO
Broadcom BRCM Cavium CAVM IBM
Infineon IFNNY.PK Intel INTC InvenSense
INVN Micron Technology MU Panasonic
PC MagnaChip Semiconductor MX
Maxim MXIM MediaTek 2454.TW
Qualcomm QCOM Samsung Electronics
005930.KS Silicon Laboratories SLAB
Skyworks SWKS SMIC SMI
STMicroelectronics STM
Texas Instruments TXN Toshiba 6502
TSMC TSM UMC UMC Xilinx XLINX
Volterra VLTR

11
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Chip Equipment & Related Stocks:
Weekly Growth and Forward P/E Ratios by Company
Weekly Gains
Price
Change

Forw ard P/E

Price
Change

Forw ard P/E

Applied Materials

-2.9%

12

Advantest

-1.5%



ASM International

-3.2%

ASML

-4.4%

13

Teradyne

-1.0%

12

20

Xcerra

0.3%

16

KLA-Tencor
Lam Research

-0.8%

15

FormFactor

-11.3%

10

-1.9%

11

Assembly:

Nanometrics

-0.7%

14

BESI

3.2%



Nikon

-4.9%



Kulicke & Soffa

5.5%

16

ASM Pacific Technology

Equipment stocks fared better than the other
indices, falling 1.5% as strong earnings by
Kulicke & Soffa & BESI pared some of the
losses. The latter kept Assembly in the
black, buoying 2.2%. Test declined 0.7%,
while WFE stocks tumbled 2.8%.

Equipm ent Stocks
Wafer Process:

Equipm ent Stocks
Test:

Oerlikon

0.1%



Rudolph Technologies

-0.2%

14

TEL

-4.0%



Cadence

0.7%

17

Ultratech

-3.5%

19

Mentor Graphics

0.1%

11

Veeco Instruments

-7.3%

Synopsys

0.7%

15

-2.2%

EDA Stocks

VLSIresearch … intelligence to make better decisions faster

EDA stocks bucked the downtrend,
increasing 0.5% for the week.
Applied Materials AMAT Advantest ATE
ASM International ASMI ASM Lithography ASML
ASM Pacific 0522.HK Aixtron AIXG
BE Semiconductor BESIY.PK Cadence CNDS
ESI ESIO FEI FEIC KLA-Tencor KLAC
Kulicke & Soffa KLIC Lam Research LRCX
LTX LTXC Mentor Graphics MENT
Nanometrics NANO Nikon 7731 Oerlikon OBH.SG
Rudolph Technologies RTEC
Synopsys SNPS
TER
Teradyne
Tokyo Electron Limited 8035
UTEK
Ultratech
Veeco VECO

12
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Electronic Materials Stocks:
Weekly Growth and Forward P/E Ratios by Company

Weekly Gains
Electronic Materials'
Stocks

Price
Change

Price
Change

Forw ard P/E

Forw ard P/E

Air Products

-0.9%

18

JSR

-3.9%

BASF

-1.8%

Cabot Microelectronics

-0.1%



15

Shin-Etsu

-2.2%



16

SOITEC

3.4%



DNP
Dow Electronic Materials

-3.7%



Tokyo Ohka

-2.7%



-2.8%

4

Electronic Materials fell by another 2%, but
they beat chip stocks for the number three
spot.

Electronic Materials' Stocks

VLSIresearch … intelligence to make better decisions faster



Air Products APD ATMI ATMI AZ Electronic
Materials AZEM.L
BASF BASFY Cabot
CCMP
Microelectronics
DNP 7912 Dow
DOW
Electronic Materials
JSR 4185
Shin-Etsu 4063 SOITEC SOI.PA
Tokyo Ohka 4186

13
Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

S&P 500

S&P 500
Growth

101.1
100.7
103.1
103.7
102.8
101.6
103.2
102.4
102.4
100.6
99.4
102.3
100.0
93.6
91.0
91.5
93.3
91.8
85.3
89.4
90.5
93.6
94.1
94.6
93.1
92.0
91.7
95.8
98.6
96.5
94.5

Range of
Growth

93.6
92.7
97.4
97.5
100.7
99.9
102.0
102.3
102.5
100.0
99.0
101.8
100.0
92.7
90.9
93.8
96.3
94.4
92.9
98.0
100.4
102.7
105.3
107.6
106.1
109.3
106.7
108.5
108.8
105.5
103.8

EDA
Stocks

Min Growth

99.1
102.2
104.4
102.2
103.5
99.7
102.3
103.0
104.0
99.7
98.9
101.2
100.0
90.7
87.4
91.3
92.6
88.1
84.5
89.8
92.1
96.5
97.7
99.3
97.5
99.5
97.3
98.3
99.8
96.6
94.0

Equipment Materials
Stocks
Stocks

Companies
Down

09-Oct-15
16-Oct-15
23-Oct-15
30-Oct-15
06-Nov-15
13-Nov-15
20-Nov-15
27-Nov-15
04-Dec-15
11-Dec-15
18-Dec-15
25-Dec-15
01-Jan-16
08-Jan-16
15-Jan-16
22-Jan-16
29-Jan-16
05-Feb-16
12-Feb-16
19-Feb-16
26-Feb-16
04-Mar-16
11-Mar-16
18-Mar-16
25-Mar-16
01-Apr-16
08-Apr-16
15-Apr-16
22-Apr-16
29-Apr-16
06-May-16

Chip
Stocks

Max Growth

VLSI’s Indices of Chip Industry Stocks
The Prior
Week's
Close

Companies
Up

VLSI’s Semiconductor and Chip Equipment Stock Index Historical Data
Weekly count of stocks up, down, and growth range

3.5%
-0.3%
2.5%
1.8%
2.6%
-2.1%
-14.2%
5.8%
-6.0%
-3.1%
-0.2%
3.6%
-1.4%
-7.1%
-2.3%
2.9%
0.9%
-1.5%
1.7%
6.4%
1.7%
3.2%
-0.9%
3.6%
-0.3%
2.7%
-1.4%
0.7%
1.5%
-3.2%
0.5%

52
31
47
26
38
10
45
34
35
11
21
47
7
1
5
46
41
14
11
55
38
53
36
39
10
41
11
39
28
10
16

54.0%
14.4%
25.9%
16.7%
13.6%
8.5%
12.1%
13.3%
13.5%
5.4%
7.4%
19.2%
12.8%
3.0%
3.4%
25.9%
14.6%
13.4%
10.1%
20.0%
25.2%
20.4%
28.1%
16.3%
2.6%
17.6%
2.9%
11.0%
47.8%
14.1%
5.5%

-5
-23
-10
-30
-17
-46
-11
-21
-21
-47
-37
-8
-48
-53
-52
-12
-16
-43
-45
-2
-15
-4
-19
-17
-38
-15
-45
-18
-30
-45
-43

-5.4%
-6.1%
-6.8%
-24.5%
-10.1%
-13.0%
-34.3%
-15.8%
-8.7%
-10.6%
-7.4%
-19.9%
-8.3%
-25.4%
-16.8%
-5.8%
-10.3%
-16.1%
-30.2%
-1.0%
-7.3%
-2.7%
-6.1%
-5.3%
-9.1%
-7.9%
-9.6%
-4.8%
-6.2%
-11.9%
-16.5%

59.4%
20.5%
32.7%
41.2%
23.7%
21.5%
46.4%
29.1%
22.2%
16.0%
14.8%
39.1%
21.1%
28.4%
20.2%
31.7%
24.9%
29.5%
40.3%
21.0%
32.5%
23.1%
34.2%
21.6%
11.7%
25.5%
12.5%
15.8%
54.0%
26.0%
22.0%

99.4
100.3
102.4
102.6
103.6
99.8
103.1
103.2
103.2
99.3
99.0
101.7
100.0
94.9
92.8
94.1
95.8
92.8
91.7
94.6
96.1
98.5
99.8
101.2
100.2
102.3
101.1
102.7
103.2
101.9
101.5

3.3%
0.9%
2.1%
0.2%
1.0%
-3.6%
3.3%
0.0%
0.1%
-3.8%
-0.3%
2.8%
-1.7%
-5.1%
-2.2%
1.4%
1.7%
-3.1%
-1.1%
3.2%
1.6%
2.5%
1.3%
1.4%
-0.9%
2.1%
-1.2%
1.6%
0.5%
-1.3%
-0.4%

Weekly Growth

EDA
Stocks

Chip
Stocks

113.5
113.1
115.9
118.1
121.2
118.6
101.8
107.7
101.3
98.1
98.0
101.5
100.0
92.9
90.7
93.3
94.2
92.8
94.4
100.5
102.1
105.4
104.5
108.2
107.9
110.9
109.3
110.1
111.8
108.1
108.7

5.1%
3.1%
2.1%
-2.0%
1.3%
-3.7%
2.5%
0.7%
1.0%
-4.1%
-0.8%
2.3%
-1.2%
-9.3%
-3.6%
4.5%
1.4%
-4.8%
-4.1%
6.2%
2.7%
4.7%
1.2%
1.6%
-1.8%
2.1%
-2.2%
1.0%
1.6%
-3.3%
-2.6%

Equipment Materials
Stocks
Stocks
5.6%
-1.0%
5.0%
0.1%
3.4%
-0.9%
2.1%
0.2%
0.2%
-2.4%
-1.0%
2.8%
-1.7%
-7.3%
-1.9%
3.2%
2.6%
-2.0%
-1.6%
5.5%
2.4%
2.3%
2.5%
2.2%
-1.4%
3.0%
-2.4%
1.7%
0.3%
-3.1%
-1.5%

7.2%
-0.3%
2.4%
0.6%
-0.9%
-1.2%
1.6%
-0.8%
0.0%
-1.7%
-1.2%
2.9%
-2.3%
-6.4%
-2.7%
0.5%
2.0%
-1.6%
-7.1%
4.8%
1.3%
3.5%
0.5%
0.5%
-1.6%
-1.2%
-0.4%
4.4%
3.0%
-2.1%
-2.0%

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14
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Links to Conference Call Transcripts
Kulicke and Soffa Industries' (KLIC) CEO Jonathan Chou on F2Q 2016 Results - Earnings Call Transcript
Axcelis Technologies' (ACLS) CEO Mary Puma on Q1 2016 Results - Earnings Call Transcript
Veeco Instruments (VECO) John R. Peeler on Q1 2016 Results - Earnings Call Transcript
FEI (FEIC) Donald R. Kania on Q1 2016 Results - Earnings Call Transcript
Advanced Energy Industries' (AEIS) CEO Yuval Wasserman on Q1 2016 Results - Earnings Call Transcript
Brooks Automation's (BRKS) CEO Stephen Schwartz on Q2 2016 Results - Earnings Call Transcript
Infineon Technologies' (IFNNF) CEO Reinhard Ploss on Q2 2016 Results - Earnings Call Transcript
Orbotech's (ORBK) CEO Asher Levy on Q1 2016 Results - Earnings Call Transcript
Qorvo (QRVO) Robert A. Bruggeworth on Q4 2016 Results - Earnings Call Transcript
Motorola Solutions (MSI) Greg Brown on Q1 2016 Results - Earnings Call Transcript
LG Display's (LPL) Q1 2016 Results - Earnings Call Transcript

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Content approved for public release with attribution. Copyright © 2016 VLSI Research Inc. All rights reserved.

Links to Conference Call Transcripts
Nanometrics' (NANO) CEO Timothy Stultz on Q1 2016 Results - Earnings Call Transcript
ASM International N.V.'s (ASMIY) CEO Charles Del Prado on Q1 2016 Results - Earnings Call Transcript
Aixtron Aktiengesellschaft's (AIXG) CEO Martin Goetzeler on Q1 2016 Results - Earnings Call Transcript
Amkor Technology's (AMKR) CEO Steve Kelley on Q1 2016 Results - Earnings Call Transcript
Cadence Design Systems' (CDNS) CEO Lip-Bu Tan on Q1 2016 Results - Earnings Call Transcript
United Microelectronics (UMC) Q1 2016 Results - Earnings Call Transcript
SK Hynix's (HXSCL) Management on Q1 2016 Results - Earnings Call Transcript
Texas Instruments' (TXN) Management on Q1 2016 Results - Earnings Call Transcript
NXP Semiconductors NV (NXPI) Richard Lynn Clemmer on Q1 2016 Results - Earnings Call Transcript
Maxim Integrated Products' (MXIM) CEO Tunc Doluca on Q3 2016 Results - Earnings Call Transcript
STMicroelectronics NV (STM) Carlo Bozotti on Q1 2016 Results - Earnings Call Transcript
Xilinx (XLNX) Moshe N. Gavrielov on Q4 2016 Results - Earnings Call Transcript
Cirrus Logic's (CRUS) CEO Jason Rhode on Q4 2016 Results - Earnings Call Transcript
Intersil's (ISIL) CEO Necip Sayiner on Q1 2016 Results - Earnings Call Transcript
Apple (AAPL) Timothy Donald Cook on Q2 2016 Results - Earnings Call Transcript

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Links to Conference Call Transcripts













ASML Holding's (ASML) CEO Peter Wennink on Q1 2016 Results - Earnings Call Transcript
Lam Research's (LRCX) CEO Martin Anstice on Q3 2016 Results - Earnings Call Transcript
ASM International N.V.'s (ASMIY) CEO Charles Del Prado on Q1 2016 Results - Earnings Call Transcript
Ultratech's (UTEK) CEO Art Zafiropoulo on Q1 2016 Results - Earnings Call Transcript
Taiwan Semiconductor Manufacturing's (TSM) CEO Mark Liu on Q1 2016 Results - Earnings Call Transcript
Intel (INTC) Brian M. Krzanich on Q1 2016 Results - Earnings Call Transcript
Maxim Integrated Products' (MXIM) CEO Tunc Doluca on Q3 2016 Results - Earnings Call Transcript
Advanced Micro Devices (AMD) Lisa T. Su on Q1 2016 Results - Earnings Call Transcript
QUALCOMM (QCOM) Steven M. Mollenkopf on Q2 2016 Results - Earnings Call Transcript
Linear Technology's (LLTC) CEO Lothar Maier on Q3 2016 Results - Earnings Call Transcript
International Business Machines (IBM) Q1 2016 Results - Earnings Call Transcript
Ericsson's (ERIC) CEO Hans Vestberg on Q1 2016 Results - Earnings Call Transcript

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Links to Conference Call Transcripts





Taiwan Semiconductor Manufacturing's (TSM) CEO Mark Liu on Q1 2016 Results - Earnings Call Transcript
Aehr Test Systems' (AEHR) CEO Gayn Erickson on Q3 2016 Results - Earnings Call Transcript
Micron Technology's (MU) CEO Mark Durcan on Q2 2016 Results - Earnings Call Transcript
HP's (HPQ) Management on Technology Briefing Graphic Solutions Business Call (Transcript)

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weSRCH app… new and improved
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VLSIresearch appears next @
Symposia on VLSI Technology
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VLSIresearch’s Webcasts

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VLSI’s recent uploads
Chip Market Research Services Uploads:
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• TCI Graphics – 16.01
• Historical Data & Ratios – V16.01
• Reticle Demand – V15.12
• Regional Semi and Capex – V15.11
• Design Completions – 15.08
Equipment Database Module:
• WFE 2015 Market Shares – V16.04
• Test 2015 Market Shares-V15.04
• IC Equipment Forecast:
• Yearly – V16.01
• Quarterly – V16.01
• Semiconductor Equipment Outlook-V16.01
• Assembly 2013 Market Shares –V15.09
• Bonding Eqpt. Shipments-V14.12

Customer Satisfaction Survey Uploads:
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Critical Subsystems Uploads:





CSubs Forecast - V16.04
Vendor Shares – V16.04
CSubs Graphics File: April 2016
Critical Components: Nov 2015

Test Consumable Reports:




Probe Card Report: V16.04
Test and Burn-In Socket Report : V16.04
Device Interface Board Report: V16.04

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about VLSIresearch
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